| BI requirements brief | Business questions, user groups, report objectives, source systems and acceptance criteria | Document and workshop summary | Discovery | Stakeholder access and current reporting examples |
| Data source and KPI map | Source tables, fields, owners, definitions, limitations and mapping to metrics | Spreadsheet or documentation pack | Assessment | Data dictionaries, exports, system access and business rules |
| Power BI semantic model | Tables, relationships, Power Query transformations, measures and model structure | Power BI file and model notes | Build | Approved data sources and validation examples |
| DAX measure library | Reusable measures, naming conventions, formulas, assumptions and calculation notes | Power BI model and documentation | Build and QA | KPI definitions, targets and expected calculations |
| Dashboard and report pages | Executive, operational and analytical views with filters, interactions and visual hierarchy | Power BI report | Design and development | User priorities, brand guidance and review feedback |
| Refresh and deployment setup | Publishing support, refresh schedule, gateway notes, workspace guidance and access considerations | Setup checklist and configuration notes | Deployment | Tenant permissions, licences and IT coordination |
| Quality assurance report | Data validation, visual review, performance notes, calculation checks and issue log | QA checklist and review notes | Testing | Expected outputs, sample records and stakeholder review |
| User training and handover | Report walkthrough, interpretation guidance, filter usage, ownership and maintenance considerations | Live session and documentation | Handover | User attendance and operating owner |
| Optimisation backlog | Performance improvements, future reports, data fixes, governance tasks and enhancement priorities | Prioritised backlog | Support and optimisation | User feedback, usage patterns and business priorities |
| Ongoing support report | Completed work, issues resolved, upcoming priorities, risks and recommended next actions | Monthly or agreed cadence report | Managed service | Access, approvals and support requests |